Rakuten Investment Management Inc. Grows Position in Chevron Corporation $CVX

Rakuten Investment Management Inc. increased its position in shares of Chevron Corporation (NYSE:CVXFree Report) by 6,207.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 250,471 shares of the oil and gas company’s stock after purchasing an additional 246,500 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Chevron were worth $37,819,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Dakota Wealth Management boosted its stake in shares of Chevron by 14.9% in the fourth quarter. Dakota Wealth Management now owns 83,265 shares of the oil and gas company’s stock valued at $12,690,000 after purchasing an additional 10,822 shares during the period. Brooklyn FI LLC purchased a new stake in Chevron during the third quarter worth approximately $431,000. Clear Trail Advisors LLC acquired a new position in Chevron in the fourth quarter valued at approximately $10,167,000. Finemark National Bank & Trust increased its stake in Chevron by 40.3% in the third quarter. Finemark National Bank & Trust now owns 56,535 shares of the oil and gas company’s stock valued at $8,779,000 after purchasing an additional 16,243 shares during the last quarter. Finally, Curtis Advisory Group LLC acquired a new stake in Chevron during the fourth quarter worth approximately $1,381,000. 72.42% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Chevron

In related news, Director John B. Hess sold 380,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $193.20, for a total value of $73,416,000.00. Following the completion of the sale, the director owned 278,045 shares of the company’s stock, valued at approximately $53,718,294. The trade was a 57.75% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider R. Hewitt Pate sold 40,200 shares of the company’s stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $213.30, for a total value of $8,574,660.00. Following the sale, the insider directly owned 8,638 shares of the company’s stock, valued at $1,842,485.40. The trade was a 82.31% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 615,200 shares of company stock valued at $118,022,760. 0.56% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on CVX shares. Zacks Research downgraded Chevron from a “strong-buy” rating to a “hold” rating in a report on Monday, June 8th. Citigroup raised their price objective on shares of Chevron from $210.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, April 2nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $216.00 price target on shares of Chevron in a report on Wednesday, May 6th. Royal Bank Of Canada restated an “outperform” rating and issued a $220.00 price target on shares of Chevron in a research report on Tuesday, May 5th. Finally, Melius Research raised Chevron from a “hold” rating to a “buy” rating and set a $205.00 price target for the company in a report on Tuesday, February 17th. Eighteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $205.70.

Check Out Our Latest Research Report on CVX

Chevron Stock Performance

Shares of CVX opened at $180.49 on Tuesday. The company has a market cap of $359.47 billion, a price-to-earnings ratio of 31.28, a price-to-earnings-growth ratio of 0.61 and a beta of 0.48. The firm has a fifty day moving average of $188.38 and a 200-day moving average of $178.49. Chevron Corporation has a 1 year low of $142.40 and a 1 year high of $214.71. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.84 and a current ratio of 1.09.

Chevron (NYSE:CVXGet Free Report) last issued its quarterly earnings results on Friday, May 1st. The oil and gas company reported $1.41 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.41. The company had revenue of $47.56 billion during the quarter, compared to the consensus estimate of $51.86 billion. Chevron had a net margin of 5.79% and a return on equity of 6.90%. Chevron’s revenue was up 2.1% on a year-over-year basis. During the same period in the prior year, the company earned $2.18 EPS. As a group, equities analysts anticipate that Chevron Corporation will post 15.88 earnings per share for the current year.

Chevron Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Tuesday, May 19th were paid a $1.78 dividend. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $7.12 annualized dividend and a dividend yield of 3.9%. Chevron’s payout ratio is presently 123.40%.

Chevron News Roundup

Here are the key news stories impacting Chevron this week:

  • Positive Sentiment: Chevron continues to look reasonably attractive to income-focused investors, with recent commentary highlighting its relatively low forward earnings multiple and the added production potential from the Hess acquisition, which expanded its exposure to Guyana and other key assets.
  • Neutral Sentiment: Several headlines focused on broader market and energy-sector trends rather than Chevron-specific developments, including commentary on oil’s potential peak, Jim Cramer’s discussion of CVX, and general market rotation.
  • Neutral Sentiment: Chevron also drew attention for ongoing institutional and analyst activity, with recent price targets clustered around the low-$200s and mixed fund flows that suggest Wall Street remains constructive overall but not uniformly bullish.
  • Negative Sentiment: The main drag on Chevron has been the drop in crude prices after the U.S.-Iran deal framework, which reduced the geopolitical risk premium in oil and sparked broad selling across energy stocks. Article Title
  • Negative Sentiment: Market commentary also noted that Chevron fell alongside peers such as Exxon and Occidental as oil prices slipped to multi-month lows, reinforcing that the move is being driven mainly by commodity weakness rather than a company-specific setback.

About Chevron

(Free Report)

Chevron Corporation (NYSE: CVX) is an American multinational energy company engaged in virtually all aspects of the oil and gas industry. As an integrated energy firm, Chevron’s core activities include upstream oil and natural gas exploration and production, midstream transportation and storage, downstream refining and marketing of fuels and lubricants, and petrochemical manufacturing through joint ventures and subsidiaries. The company markets fuels under brands such as Chevron, Texaco and Caltex and supplies a range of products and services to retail customers, industrial users and commercial fleets worldwide.

Chevron traces its corporate lineage to the early petroleum companies that eventually became Standard Oil of California and has evolved through significant mergers and restructurings, including the acquisitions of Gulf Oil and Texaco.

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Institutional Ownership by Quarter for Chevron (NYSE:CVX)

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